Full-Time

Mortgage Consumer Direct Sales Consultant

Safe

Confirmed live in the last 24 hours

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Fintech
Financial Services

Junior, Mid

No H1B Sponsorship

Charlotte, NC, USA

Hybrid work schedule.

Category
Real Estate
Inside Sales
Sales & Account Management
Required Skills
Customer Service

You match the following Wells Fargo's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
  • Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services
  • Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs
  • Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates
  • Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process
  • Maintain high standard of client satisfaction by ensuring timely and proactive customer communication
  • Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation
Desired Qualifications
  • Experience in loan origination
  • Strong understanding of mortgage sales, origination processes and industry regulations
  • Experience working in goal-driven environments
  • Experience in sales
  • Experience communicating financial concepts to customers
  • Strong communication skills both interpersonal and written and the ability to thrive in a fast-paced environment
  • Detail-oriented with strong organization and time management skills

Wells Fargo provides a variety of financial services, including banking, mortgages, investing, and credit solutions for individuals, small businesses, and commercial clients. The company operates mainly in the United States and serves millions of customers through its branches, ATMs, and online platforms. Its products work by generating revenue through interest from loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its focus on personalized financial solutions and its commitment to financial education, helping customers manage their finances effectively. The goal of Wells Fargo is to assist clients in achieving their financial objectives by offering tailored services and resources.

Company Stage

IPO

Total Funding

$222.1M

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital banking enhances Wells Fargo's digital platform opportunities.
  • Interest in ESG investing allows Wells Fargo to offer sustainable financial products.
  • Fintech partnerships enable Wells Fargo to enhance technological capabilities and innovation.

What critics are saying

  • Increased competition in the credit facility market may reduce Wells Fargo's market share.
  • Overexposure to the self-storage sector could pose risks if the sector declines.
  • Large corporations raising capital through share sales may impact Wells Fargo's loan revenue.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions.
  • The company emphasizes financial education and security for its customers.
  • Wells Fargo has a strong presence in the U.S. with extensive branch and ATM networks.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance